Firm profile

ASPIRE GROWTH PARTNERS LLC

CRD 312063Latest ADV March 4, 2026

Aspire Growth Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 4, 2026, reports $1.2B in regulatory assets under management, 5 employees, 1 office, and 3,152 accounts.

Assets Under Management
$1.2B
Employees
5
Offices
1 office
Total Clients
958
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORichard H. Harris

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.6% of total clients.
Top client categories% of clientsClients
1
Individuals
64.6%
619
2
HNWI
33.4%
320
3
Pension Plans
1.5%
14
4
Corporations
0.5%
5
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 4, 2026
Discretionary95.3%
$1.1B
95% of total RAUM95.3%
Non-discretionary4.7%
$56M
5% of total RAUM4.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts3,152
10Y AUM Change+$1.2B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee192:1
10Y Employee Change+2 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.